Refurbs / Customer Purchases - Stickers and Worksheets
Refurb system is brilliant and a great addition to RS.
A couple of improvements from what we can see is the ability to add in worksheets and also print stickers from both sections.
For us, customer comes in. We would take their details but we have no lablel to apply to the device. Then we would need to make notes of the specification and do routine checks (via worksheets).
Then once this is completed we would pay them and then grab that detail into Refurb section. Again could do with worksheets to use for processes that we do with every refurb, branding and stuff.
I think this would add that extra dimension to the Refurb/Purchases element and make it totally customisable - especially since the worksheet features are already in place within RS.
Keep up the good work guys. Day 2 using RS and loving it already!!
I also (desperately) need to be able to add or attach Worksheets to Refurbs, or have Workshet functionality in the Refurb module. Without this ability, the Refurb module is useless to me.
I test and repair automotive Engine Control Modules (ECM's) and have a supply of 79 "cores", which are used ECM's that may or may not be good working units. Some of these I purchased from customers and others from wholesale core suppliers over a period of 6-8 years.
After testing and/or repairing a core, it then becomes inventory available for resale.
When I started this business in Sept, 2018, I had 22 rebuilt ECM's ready for sale, and 57 cores.
When a customer sends me their own ECM for testing or repair, RepairShopr works beautifully for ogranizing the workflow by creating the new Ticket and then recording all the test steps & results as I go through the steps on the worksheets I have made for each model of ECM.
However, I haven't been able to work out a good way to take my own cores and run them through the same workflow process so I can put them into Inventory, because I can't make Tickets with the Refurb module.
To use the Refurb module, I have to buy the item (core) from a customer--there is no ability to do anything else, like use my own cores for a Refurb.
So, after buying them from myself, I did a bulk import into Inventory of all 79 ECM's, lumping both the cores and rebuilt units together. I want to take a core from this supply, run it through my testing and rebuilding process, and put it into finished Inventory so I can sell it.
So, I go to the inventory I bought, put in the unit's serial number, and move it to Refurb's, but I can't find any workaround to use the normal workflow I use with customer's units with my units. In the Refurb module all I can do is add a part, its description, quantity and cost, with no ability to record what I've really done to the unit.
If I make myself a Customer, and then treat the testing and rebuilding of my own cores as if I was a customer, RS shows that I am a customer...with a huge amount of unpaid tickets.
RS also shows that I owe myself a lot of money for buying the cores from myself. For accurate accounting purposes, I need to assign a valid value to the cores, currently $100.00 each.
In Xero accounting software, this was easily done as Owners Capital Investment. When I did this in RS, which I have integrated with Xero, I then ended up with a duplicate entry for the value of the cores. If I give them a zero dollar value in RS, to avoid owing myself money, that creates different problems.
My current workaround is to create a new Ticket with myself as the customer, take one of my cores and run it through my normal workflow of testing and/or repairing it, and then when I have an order of that unit, I just go into the Customer Info section of the Ticket and change it from mine to the new customer's name. Unfortunately, this does not allow me to put it into Inventory, so if I try to sell it, I get negative inventory
Dave Adams commented
I agree with the idea for worksheet integration into the refurbs tab. We need the ability to customize the worksheets and the ability to create labels through the refurb tab and not through inventory. Viewing of the S/N and IMEI (for mobile devices would be optimal. Sometimes devices need to be unlocked and that is done with the IMEI and it would be handy to do this without having to go back and research this information.
Ryan (CTO, Pinellas Computers) commented
Another related upgrade request for Refurbs: Please allow us to specify a “price override” for the refurb, BEFORE it is added to inventory. Then we won't need to give everyone permission for price overrides to EVERYTHING. Thanks!
Noah Stewart commented
Definitely add worksheets very useful for recording checks that were done on devices.
and if the info like the serial number and condition was auto transferred from the purchase even as a system generated note on the refurb that would be great
James Moore commented
Yeah, I'll second the worksheet features, would be great to have in refurbs.
Major one for me is that I can't see the SNs of the units in refurbs, so no one has any idea what they're working on without going in to the customer purchase itself for every unit to find the one you're refurbishing. Putting the SN in the table for refurbs would go a long way.
Phil Barnfield commented
Also, maybe allow it to carry the worksheets used from Customer Purchases over to Refurbs, so things like Spec is ready for when we produce tickets in-store etc